What are the responsibilities and job description for the Legal Intake Specialist position at Bridge Legal?
About Us
Bridge Legal is a hyper growth Legal Tech startup that provides Software, Marketing, and Intake Services for Mass Tort Law firms. Our cloud platform is designed to power the end-to-end client journey for those who have been injured and harmed. Through our software, we enable our law firm clients to fight for the rights of the “little guy” with AI, automation, analytics and workflow.
We pride ourselves on being at the forefront of helping provide individuals access to the legal system and bridge the justice gap by enabling law firms to use technology and AI to serve more clients than ever before.
At Bridge Legal, we believe that teamwork and collaboration are the key drivers of success. Our team is made up of talented and passionate individuals who work together to achieve our goals and deliver exceptional results. We value open communication, mutual respect, and a willingness to go above and beyond for our customers and each other. If you're looking for a supportive and collaborative work environment where your ideas and contributions are valued, we invite you to join our team.
Mission
The mission of the Intake Specialist is to help those individuals get connected with our law firm customers by engaging with them and walking them through the process of retaining the firms’ services.
Status: In Office
Outcomes
- Generating revenue through phone-based communication
- Knowledge: Develop mastery of subject matter relevant to firm’s intake criteria
- Performance: Exceed targets for New Intakes Started and New Intakes Completed per Day within 30 days
- Service: Deliver an outstanding level of service that reflects favorably on our law firm customers and leaves a positive lasting impression on their potential clients
- Professionalism: Ensure that your interactions with the lawyers and staff working for our law firm customers continue to leave them proud to have us representing their firm and delighted to be working with us
- Accountability: Ensure that all Pending Intakes are followed up with in a timely fashion
- Culture: Contribute to our culture of hard work, collaboration and driving positive outcomes through your efforts and your interactions with our team
Skill and Qualifications:
- A clear and articulate speaking voice
- Previous experience in a professional office environment highly desired
- An outgoing and charismatic personality – You can provide the empathy, humor, and / or professionalism warranted by a given situation
- Great listening skills – You have an ability to discern the relevant details from the extraneous details in your conversations with potential clients
- Ability to control a conversation – You ensure necessary topics are covered efficiently without leaving the other person feeling rushed. When questions come up, you provide clear and concise answers before pivoting to the next question of your own that needs to be covered.
- Patience and empathy – You’re comfortable talking to people from all sorts of different backgrounds at a time when they’re struggling with a difficult situation.
- Strong closer – When somebody indicates that they’d like to move forward, you help them swiftly complete the steps necessary to turn that decision into positive action. You ensure that all their questions are answered clearly and accurately so that they feel well-informed and confident in their decision before returning focus to completing the next step.
- Clear writing ability – You leave detailed notes that are easy for your teammates, the lawyers, and their staff to read and understand.
- Driven to succeed – You’re eager to do whatever is needed for both you and our team to exceed targets.
- You thrive in a learning environment – You’re eager to have others listen to your calls, to embrace constructive feedback, and to incorporate coaching points into your future conversations. You’re able to frame your own feedback for others in a positive and non-judgmental way.
- Flexible / Adaptable – Priorities can sometimes change suddenly and you’re ok with that. You can roll with the punches and shift focus as needed to achieve our goals together.
What We Offer
- Competitive compensation with optimized health benefits (medical, vision and dental), 401K and FSA/HSA benefits
- Unlimited PTO
- Bonus opportunities based on performance
- Flexibility for a great work life balance
- Work building located in the heart of the city with beautiful views
- Comprehensive training and mentorship on an ongoing basis with career growth opportunities
- A friendly and diverse work environment with supportive colleagues and leadership team
- Professional autonomy
Bridge Legal is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to providing employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected status as defined by applicable law. We welcome and encourage candidates from diverse backgrounds and experiences to apply for open positions."